Director of Strategic Accounts, Wealth.com

• 7+ years of experience in financial services, or AI-powered wealth tech, with a mix of:
• Strategic account management / relationship management
• Business strategy and execution
• Program or product leadership
• Direct experience working with or within a multi-entity financial institution
• Strong understanding of:
• Complex operating models and decision-making structures
• Delivery channels for financial planning and client-facing roles who sit within these channels
• How these organizations derive value from platforms like Wealth.com and similar AI-powered financial planning solutions
• Constraints such as risk, compliance, data governance, and legacy systems
• Proven ability to navigate and influence cross-functional stakeholders (internal and external)
• Demonstrated success leading complex, ambiguous initiatives with no clear precedent
• Strong project and program management skills, with the ability to manage multiple workstreams simultaneously
• Exceptional communication skills, including executive-level presentation development
• Ability to thrive under ambiguity, adapt quickly, and manage competing priorities effectively
• Experience translating business, product, and technical teams to drive alignment and execution

Desirable

• We are seeking an experienced leader to join the team supporting Charles Schwab
• This individual will operate at the intersection of institutional account management, strategy and execution
• This role is designed for a highly strategic operator who can own and grow complex relationships, while also driving end-to-end execution of new, often ambiguous initiatives that push into new operating models of how AI-powered financial planning solutions are delivered
• You will serve as a trusted advisor to executive stakeholders, translating customer needs, constraints, and long-term objectives into actionable strategies, while mobilizing internal teams to deliver high-impact outcomes
• This is not a traditional account management role; it requires someone who can think like a strategist, operate like a product leader, and execute like a program owner
• Own and deepen relationships with a wide range of stakeholders at various levels across Charles Schwab’s multi-entity, multi-vertical organizations
• Develop a deep understanding of each of Charles Schwab’s business vertical’s operating model, decision frameworks, and value drivers
• Act as a strategic thought partner, advising on how to best leverage our platform within their broader ecosystems
• Anticipate customer needs and proactively shape opportunities for expansion and impact
• Own post-implementation adoption and value realization, co-defining and tracking success metrics
• Identify and remove barriers to adoption within complex operating environments
• Ensure delivered solutions translate into measurable business impact, not just successful implementation
• Remove blockers in production by ensuring feedback and bugs are reported and resolved in a timely manner
• Create and deliver quarterly Service Level Agreement (SLA) and Quarterly Business Reviews (QBRs) to customer stakeholders
• Translate client goals and constraints into clear, actionable strategic plans
• Lead zero-to-one initiatives, including new product implementations, workflows, and experiences that may not have precedent within the customer organization or segment
• Drive execution across ambiguous environments, ensuring progress despite evolving requirements or unclear paths
• Balance long-term strategic vision with near-term deliverables and milestones
• Establish structure, operating cadence, and decision frameworks in complex, multi-stakeholder environments
• Serve as the voice of the customer in product roadmap discussions, ensuring customer workflows, constraints, and value drivers are clearly represented
• Translate emerging capabilities (e.g., AI, income tax planning) into frameworks that stakeholders can evaluate and adopt with confidence
• Navigate customer data sharing, privacy, and legacy system constraints to enable scalable solutions
• Surface and resolve misalignment early to maintain execution momentum
• Partner with Charles Schwab’s cross-functional teams (e.g., strategy, product, risk, compliance, operations, technology) to unblock progress, enable successful adoption and valuable feedback loops
• Serve as the connective tissue across Wealth.com’s Product, Engineering, Design, Legal, Compliance, and Customer Success
• Influence internal priorities based on Charles Schwab’s feedback and needs
• Drive alignment across internal leadership and customer executive stakeholders on priorities, sequencing, and trade-offs
• Lead complex, multi-threaded initiatives with competing priorities and stakeholders
• Establish clear timelines, milestones, and accountability structures
• Identify risks early and proactively develop mitigation strategies
• Ensure seamless execution from strategy through implementation and adoption
• Create and deliver compelling presentations for both internal and external audiences
• Distill complex concepts into clear, actionable narratives for executive stakeholders
• Regularly communicate progress, insights, and recommendations at the leadership level
• This role sits at the core of how we translate innovation into real-world impact for some of the most complex wealth management organizations in financial services. Success requires not just understanding the client, but reshaping how work gets done across both organizations
• You are viewed by clients as a trusted strategic partner, not just a vendor
• You successfully drive adoption of new capabilities, even in highly complex and constrained environments
• You create clarity and forward momentum in situations where others see ambiguity or roadblocks
• You elevate internal teams’ understanding of Schwab’s needs and influence product direction accordingly
• You consistently deliver outcomes that balance customer value, business impact, scalability, and operational feasibility